908 hedge funds and large institutions have $30.3B invested in Gartner in 2025 Q1 according to their latest regulatory filings, with 91 funds opening new positions, 330 increasing their positions, 369 reducing their positions, and 98 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
908
Holders Change
-31
Holders Change %
-3.3%
% of All Funds
12.33%
Holding in Top 10
13
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-18.75%
% of All Funds
0.18%
New
91
Increased
330
Reduced
369
Closed
98
Calls
$79.1M
Puts
$47.8M
Net Calls
+$31.4M
Net Calls Change
+$29M
Name Holding Trade Value Shares
Change
Shares
Change %
FFA
801
Frazier Financial Advisors
Ohio
$24.8K
BOJHT
802
Bank of Jackson Hole Trust
Wyoming
$24.4K
FMII
803
Farmers & Merchants Investments Inc
Nebraska
$23.1K
EB
804
Eastern Bank
Massachusetts
$23.1K +$1.68K +4 +8%
GWM
805
Geneos Wealth Management
Colorado
$23.1K +$19.3K +46 +511%
AGWCA
806
Annis Gardner Whiting Capital Advisors
Florida
$22.2K -$5.46K -13 -20%
AAG
807
Armstrong Advisory Group
Massachusetts
$21.3K
C
808
Covestor
United Kingdom
$21K
MA
809
Montag & Associates
Georgia
$21K
CA
810
CoreCap Advisors
Michigan
$21K
KFI
811
Key Financial Inc
Pennsylvania
$19.7K +$420 +1 +2%
BTD
812
BankPlus Trust Department
Mississippi
$19.7K +$18.5K +44 +1,467%
CHC
813
City Holding Co
West Virginia
$19.3K +$19.3K +46 New
CSP
814
Cary Street Partners
Virginia
$18.5K -$5.04K -12 -21%
SC
815
SouthState Corp
Florida
$18.5K +$18.5K +44 New
IRAG
816
Investment Research & Advisory Group
Georgia
$18K
RTC
817
Riverview Trust Company
Washington
$17.6K -$839 -2 -5%
RA
818
Rise Advisors
New York
$16.8K -$2.52K -6 -13%
PWMG
819
Private Wealth Management Group
New Jersey
$16.4K -$1.68K -4 -9%
GCM
820
Gables Capital Management
Florida
$16.4K
AP
821
Aspect Partners
Virginia
$14.7K
MEG
822
Millstone Evans Group
Colorado
$14.7K
MFC
823
Mechanics Financial Corp
Ohio
$14.7K
CT
824
Clearstead Trust
Maine
$14.4K -$7.2K -17 -33%
RTL
825
Red Tortoise LLC
Georgia
$14.3K